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Livermore
Livermore
ZHEN

Everest Group, Ltd.

EG
Exchange
NYSE
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001095073

No open-market purchases or sales by Everest Group, Ltd. insiders were filed in the last 90 days; 690 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.

13F holders, Q4 2025

Institutional positions in Everest Group, Ltd. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
685
+18 vs. Q3 2025
Shares held
39.4M
+931.4K (+2.4%) vs. Q3 2025
Total value
$13.4B
−$94.4M (−0.7%) vs. Q3 2025
New holders
97
207 more added
Sold out
79
289 more reduced

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 685 institutions
Q1 2021: 464 institutionsQ2 2021: 455 institutionsQ3 2021: 466 institutionsQ4 2021: 479 institutionsQ1 2022: 513 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 558 institutionsQ1 2023: 583 institutionsQ2 2023: 582 institutionsQ3 2023: 590 institutionsQ4 2023: 669 institutionsQ1 2024: 640 institutionsQ2 2024: 631 institutionsQ3 2024: 675 institutionsQ4 2024: 694 institutionsQ1 2025: 678 institutionsQ2 2025: 673 institutionsQ3 2025: 677 institutionsQ4 2025: 685 institutionsQ1 2026: 670 institutionsQ2 2026: 690 institutions
Value heldQ4 2025: $13.4B
Q1 2021: $9.29BQ2 2021: $9.58BQ3 2021: $9.38BQ4 2021: $10.2BQ1 2022: $11.1BQ2 2022: $10.2BQ3 2022: $9.66BQ4 2022: $12.1BQ1 2023: $13.1BQ2 2023: $13.7BQ3 2023: $15.1BQ4 2023: $14.2BQ1 2024: $16.2BQ2 2024: $15.4BQ3 2024: $15.8BQ4 2024: $14.6BQ1 2025: $14.7BQ2 2025: $13.6BQ3 2025: $13.5BQ4 2025: $13.4BQ1 2026: $12.0BQ2 2026: $14.2B
Institutions holding EG and their total value by quarter
QuarterHoldersValue
Q2 2026690$14.2B
Q1 2026670$12.0B
Q4 2025685$13.4B
Q3 2025677$13.5B
Q2 2025673$13.6B
Q1 2025678$14.7B
Q4 2024694$14.6B
Q3 2024675$15.8B
Q2 2024631$15.4B
Q1 2024640$16.2B
Q4 2023669$14.2B
Q3 2023590$15.1B
Q2 2023582$13.7B
Q1 2023583$13.1B
Q4 2022558$12.1B
Q3 2022510$9.66B
Q2 2022532$10.2B
Q1 2022513$11.1B
Q4 2021479$10.2B
Q3 2021466$9.38B
Q2 2021455$9.58B
Q1 2021464$9.29B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2025.

Institutions holding EG in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Caitlin John, LLC33$11.0K0.01%+1+3.1%Added
Legacy Wealth Managment, LLC32$10.9K0.01%+28+700.0%Added
Rakuten Securities, Inc.30$10.2K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC29$9.84K0.00%+8+38.1%Added
Laurel Wealth Advisors LLC29$9.84K0.00%+29New
Harbour Investments, Inc.29$9.84K0.00%−1−3.3%Reduced
MV Capital Management, Inc.28$9.50K0.00%+5+21.7%Added
South State Corp.27$9.16K0.00%+26+2,600.0%Added
Keating Financial Advisory Services, Inc.27$9.16K0.00%+27New
Farmers & Merchants Investments Inc26$8.82K0.00%−1−3.7%Reduced
Bell Investment Advisors, Inc25$8.48K0.00%−8−24.2%Reduced
CVA Family Office, LLC25$8.48K0.00%−6−19.4%Reduced
GW&K Investment Management, LLC23$8.00K0.00%−1−4.2%Reduced
Aster Capital Management (DIFC) Ltd23$7.80K0.00%−2,711−99.2%Reduced
Princeton Global Asset Management LLC23$7.80K0.00%00.0%Unchanged
Manchester Capital Management LLC21$7.13K0.00%+9+75.0%Added
FWL Investment Management, LLC21$7.13K0.00%00.0%Unchanged
Hollencrest Capital Management20$6.79K0.00%00.0%Unchanged
ORG Partners LLC20$6.78K0.00%−11−35.5%Reduced
Sound Income Strategies, LLC21$6.64K0.00%+3+16.7%Added
Cape Investment Advisory, Inc.18$6.11K0.00%+18New
SHP Wealth Management16$5.54K0.00%+16New
Larson Financial Group LLC16$5.43K0.00%+5+45.5%Added
Mowery & Schoenfeld Wealth Management, LLC15$5.09K0.01%+15New
Steigerwald, Gordon & Koch Inc.15$5.09K0.00%00.0%Unchanged
Elyxium Wealth, LLC15$4.96K0.00%+15New
Winch Advisory Services, LLC13$4.41K0.00%00.0%Unchanged
Raffa Wealth Management, LLC13$4.41K0.00%00.0%Unchanged
Sachetta, LLC13$4.41K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC13$4.41K0.00%+13New
Torren Management, LLC12$4.13K0.00%+12New
Park Square Financial Group, LLC11$3.99K0.02%+1+10.0%Added
Atlantic Trust, LLC11$3.73K0.00%−9−45.0%Reduced
Abound Wealth Management11$3.73K0.00%00.0%Unchanged
UMA Financial Services, Inc.11$3.73K0.00%+5+83.3%Added
Ares Financial Consulting, LLC10$3.39K0.00%+10New
Private Wealth Management Group, LLC9$3.06K0.00%−16−64.0%Reduced
Fortitude Family Office, LLC9$3.05K0.00%−17−65.4%Reduced
Howard Hughes Medical Institute9$3.05K0.00%00.0%Unchanged
SBI Securities Co., Ltd.9$3.05K0.00%+1+12.5%Added
North Star Investment Management Corp.8$2.71K0.00%+8New
CWM Advisors, LLC8$2.55K0.00%+8New
HM Payson & Co7$2.38K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.7$2.38K0.00%00.0%Unchanged
Marquette Asset Management, LLC7$2.38K0.00%+7New
Financial Management Professionals, Inc.7$2.38K0.00%00.0%Unchanged
Johnson Financial Group, Inc.6$2.04K0.00%−3−33.3%Reduced
JNBA Financial Advisors6$2.04K0.00%00.0%Unchanged
Tucker Asset Management LLC6$2.04K0.00%+6New
Hazlett, Burt & Watson, Inc.6$2.00K0.00%+6New
Spire Wealth Management5$1.70K0.00%−3−37.5%Reduced
Clayton Financial Group LLC5$1.70K0.00%+5New
Bay Harbor Wealth Management, LLC4$1.36K0.00%+1+33.3%Added
Rialto Wealth Management, LLC3$1.02K0.00%−2−40.0%Reduced
Crewe Advisors LLC3$1.02K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$1.02K0.00%00.0%Unchanged
HFM Investment Advisors, LLC3$1.02K0.00%+1+50.0%Added
Kilter Group LLC3$1.02K0.00%+2+200.0%Added
Turning Point Benefit Group, Inc.3$1.02K0.00%00.0%Unchanged
Picton Mahoney Asset Management3$1.02K0.00%00.0%Unchanged
Westside Investment Management, Inc.3$1.02K0.00%+3New
Ogorek Anthony Joseph5$1.00K0.00%00.0%Unchanged
Dunhill Financial, LLC2$7480.00%+1+100.0%Added
Annis Gardner Whiting Capital Advisors, LLC2$6790.00%−21−91.3%Reduced
Wealth Watch Advisors, INC2$6790.00%00.0%Unchanged
Hughes Financial Services, LLC2$6790.00%+1+100.0%Added
Bogart Wealth, LLC2$6790.00%+2New
Evolution Wealth Management Inc.2$6790.00%+2New
Whipplewood Advisors, LLC2$6790.00%+2New
Basecamp Wealth Advisors LLC2$6790.00%+2New
1015 Capital Partners, LLC2$6790.00%+2New
Highline Wealth Partners LLC1$3510.00%00.0%Unchanged
Westfuller Advisors, LLC1$3410.00%+1New
TFC Financial Management1$3400.00%00.0%Unchanged
Seneschal Advisors, LLC1$3400.00%00.0%Unchanged
Redwood Park Advisors LLC1$3400.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$3390.00%−2−66.7%Reduced
Motco1$3390.00%00.0%Unchanged
WestEnd Advisors, LLC1$3390.00%00.0%Unchanged
Prosperity Bancshares Inc1$3390.00%+1New
Truvestments Capital LLC1$3390.00%+1New
CoreCap Advisors, LLC1$3390.00%+1New
Aventura Private Wealth, LLC1$3390.00%+1New
Anchor Investment Management, LLC0$1300.00%0Unchanged
Y.D. More Investments Ltd30$320.00%−4−11.8%Reduced
Champlain Investment Partners, LLC0$00.00%−384,141−100.0%Sold out
Prospector Partners LLC0$00.00%−59,814−100.0%Sold out
Capital Fund Management S.A.0$00.00%−36,415−100.0%Sold out
CBOE Vest Financial, LLC0$00.00%−32,965−100.0%Sold out
Clearbridge Investments, LLC0$00.00%−29,395−100.0%Sold out
Summit Wealth Group LLC0$00.00%−15,074−100.0%Sold out
Wedge Capital Management L L P0$00.00%−10,994−100.0%Sold out
Meritage Portfolio Management0$00.00%−10,832−100.0%Sold out
Interval Partners, LP0$00.00%−8,387−100.0%Sold out
Brighton Jones LLC0$00.00%−6,635−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−6,204−100.0%Sold out
New York Life Investment Management LLC0$00.00%−6,119−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−5,633−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−4,885−100.0%Sold out
Jump Financial, LLC0$00.00%−4,699−100.0%Sold out